PocketSmith news

News:
In the last couple of weeks we have been working hard on improving PocketSmith. We are getting closer to releasing the updated 'Bank Statements' page and we have had some users help us in testing it. We have received some good feedback during testing which has really helped us. Do you want to give it a try as well? Find out how below. Read more...

News:
It has been a little while since our last product update post and we have a shiny new home for the update blog. We have been very busy over the last few months, with new team members, a new office and new features for PocketSmith. Read more...

Incident:
We take security very seriously at PocketSmith. On the 8th of April 2014 at 05:30am NZST (7th of April 2014, ~17:30 UTC), a major vulnerability dubbed "Heartbleed" was disclosed by researchers from Google and the Finnish security consulting group Codenomicon. Read more...

Update:
Hope that 2014 is off to a great start for you all! Things have been crazy busy here at PocketSmith, and between looking for a great new person to join our team, to the roadmap we're making our way through, we've been able to push through a couple of important features. Read more...

Feature in beta:
It’s been a big month for us, and we’re very glad to have released the Account Summary to all our users as a beta feature. Your response has been very encouraging, and our thanks go out to our users who’ve been patient with us as we’ve fixed bugs arising from the upgrade. Read more...

New feature:
We’ve built a feature for Xero Personal users to easily move their existing data to PocketSmith, as Xero Personal will be winding down in November 2014. It’s nicknamed ‘Xero Express’, and takes a CSV export from Xero Personal - much like how ‘Mint Express’ works for Mint users. Read more...

New feature:
Happy to announce that a long-in-development enhancement has been released! This update changes the way that PocketSmith deals with current balances, and dramatically improves accuracy and recency of your balance information. Finally, PocketSmith can use the native balances given by the data provider as your current balance! Read more...

Update:
We've just run the latest site updates from the data provider, which sees over 60 new institutions available to start syncing with. There were also a number of institutions which are made unavailable as a result of the updates. If your institution is included in this list, please get in touch with us and we'll be happy to request the reasoning behind the removal from the data provider. Read more...

News:
At the end of this week we're releasing version 2.5 of PocketSmith! This is a major revision of the application, and details of what is included in this upgrade can be found on the Roadmap. Read more...

New feature:
Hope that you've all had a great start to the holidays! We've been working through the rebuild of a much-missed feature from PocketSmith version one - account updates sent via email. We're happy to announce that we've now released the new version of this feature, which is more flexible and extensive than before. Read on for details! Read more...

Update:
The year is quickly coming to a close, and we're happy to make some announcements as we head towards the holiday and Christmas period. Some important changes have been made to the Bank Feed service which we'll discuss below, as well as some enhancements to the Personal Summary. We'll also discuss one of our priorities for immediate development in the coming month as well. Read more...

Update:
Welcome to our first Product Blog post in 2 months! Though we've deployed a very large number of tweaks and fixes in the past 2 months, however there are a couple which warrant special mention - a new main Dashboard, and the release of calendar to account balance sync - an oft-request feature which has been in the works for months. Read more...

Update:
We're happy to announce the release of three new and oft-requested features! Transactions just got a lot more manageable for people whose transactions contain "junk" information (which is most of us), with two new tools available for bulk-management of transactions - both manually yourself in the app, and also automatically as they're received by PocketSmith. The Personal Summary has also been enhanced to show average spending and period information, providing more depth in analysis of spending trends over time. Read on for more information! Read more...

Update:
We're happy to announce that this coming Monday we're launching transaction filtering for PocketSmith. This allows for greater control over your transactions and merchants as they're received by PocketSmith, with specified actions (renaming, categorizing etc) being performed on transactions which match your specified search criteria (e.g. merchant name includes xxx, amount is more than yyy). This has been oft-requested since the earliest days of PocketSmith, and we're very confident that the long-awaited implementation has all the flexibilty required. Read more...

Update:
The last few weeks have been busy for us here at PocketSmith. We're currently finishing up an important and long-awaited feature which we will be releasing more information on soon. In the meantime we've a couple of smaller things to announce, with the introduction of better category controls for the Cashflows and Personal Summary sections and some user interface for PocketSmith mobile. Read on! Read more...

Update:
We've made some significant improvements to the database server's response speeds over the past week, meaning you may notice that PocketSmith has become a bit snappier. On the whole, we're seeing between a 30% and 80% improvement for requests to the database from the application server. Read more...

New feature:
The option to accept pending transactions has been added to each institution in your feeds! This has been a long time coming, and means that if your institution features un-confirmed transactions you're able to make sure everything is always up-to-date. Read more...